Automate the boring stuff
When an order moves to a new stage, the right person gets assigned, the client gets notified, and the next task is created — automatically.
Automations that save hours every day
1
Auto-assign by stage
New lead → assign salesperson. Move to "Measurement" → assign measurer. Move to "Installation" → assign installer team.
2
Client notifications
Measurement scheduled → send SMS to client with date. Installation complete → send satisfaction survey.
3
Auto-create tasks
When order enters production → create "Order materials" task. When installation done → create "Send invoice" task for accountant.
